• Account Executive, Eagle One for Business

    ID
    2018-6873
    Job Locations
    US-CA-San Francisco
    Category
    Sales
  • Overview

    About the Role: 

    The Account Executive (AE) role is a position to explore the significant opportunity that currently exists to expand business and personal banking relationships in each of our key geographies by leading with the Eagle loan product suite. We are seeking a high-energy, polished individual with the skill set of a classically trained business calling officer coupled with outstanding interpersonal skills, to support retail deposit staff in expanding professional services lending, as a conduit to increasing the deposit base and number of households for the bank.

     

    To achieve this, the AE will be responsible for helping establish new banking relationships with businesses, and more importantly, the high net worth individuals associated with such businesses, as well as grow relationships with existing clients. Further, the role requires the AE to develop an outstanding working relationship with existing staff in the bank’s Preferred Banking Offices. In an effort to expand First Republic’s small-business lending portfolio, the Account Executive will be focused on building clients of our Eagle One for Business loan product.

     

    The AE will work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calling opportunities, and follow-up with existing clients and prospects. Further relationship building opportunities will include obtaining bank deposits, additional Eagle Lending products, and referrals to investment advisory, trust and other private banking products.

    Responsibilities

    • Develop high quality Eagle One for Business loans to clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle One for Business loan clients to the bank.
    • Manage territories’ pipeline of transactions in process, as well as providing client support, vetting completeness of and completing initial credit analysis on new applications for Eagle One for Business applications.
    • Assist Preferred Banking Office personnel in business development efforts and calling on clients as well as mining existing client base for opportunities.
    • Assist Preferred Banking Office personnel in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality.
    • Identifying and resolve issues; use critical thinking and independent judgment skills to arrive at alternative solutions and proposals to ensure the loans are of high quality while still ensuring that client needs are met.
    • Furthering client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services.  
    • The AE will work with Regional Eagle Lending Sales and Service Manager and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business.
    • Goals will be directly related to a position-specific incentive program which will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling the full private banking relationship.
    • Create new processes and communication channels to ensure smooth communications and outstanding customer service.  Work independently with all constituencies to ensure that issues are resolved, solutions created and transactions closed.

    Qualifications

    • Ability to work with a variety of different client-facing professionals and be flexible in approach/style
    • Energetic, Polished, Confident, Outgoing, and Proactive style
    • Ability to build relationships with prospective clients and PBO networks
    • Passion for extraordinary service
    • 3 years of business or private banking experience
    • Business and consumer financial analysis experience
    • Business calling and development experience
    • College degree (BA/BS) required, business/finance focus preferred

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